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The Social Security Fairness Act Is Law. Here's What Advisors Should Do Now.
Expert Opinion January 07, 2025 at 02:47 PM
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What You Need To Know
- Welcome to Connecting the Dots, the column where Marcia Mantell discusses real-life decisions around Social Security claiming and retirement.
- Public jobs often include a pension in lieu of Social Security, but many workers have had both private and public jobs.
- Especially affected are widows or widowers whose Social Security survivor benefits were reduced or eliminated due to their public pension.
- Advisors should manage client expectations that this will be a many-months-in-development process.
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